Start a Workflow

Start a Workflow Video

If you have the Start Workflows privilege, you can start published workflows on the Start Workflow page.

To start a workflow:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Workflows and Forms, and then select Start Workflow.
3. On the Start Workflow page, select a workflow row.

   The Context Type value of the workflow determines which objects it can run against. For example, Project workflows can run against projects or project proposals.

   You cannot manually start risk or submittal workflows.

4. Select Start.
5. (Optional) In the Start Workflow dialog box, in the Instance Name field, rename the workflow instance.

   The name of the workflow instance is the name that will represent the running workflow on the Monitor Workflows page.

6. Specify the object that you want the workflow to run against.

   The field that you use to do this corresponds to the context of the workflow. For example, for project workflows, you can use the Project or Project ID field to find a project.

   Whether or not this step is necessary depends on how the workflow was set up in the Workflow Configuration Wizard. If a workflow was given a specific context object there, then you probably don't have to specify a context object here. If you are not sure, then review the workflow configuration to determine whether the workflow or its tasks will be automatically assigned to specific objects when it runs.

   If you are running a portfolio planning period workflow, you may also select the scenario that you want the workflow to run against in the Scenario field.

7. (Optional) In the Duration area, specify the amount of time the workflow will have to be fully completed.

   Or

   (Also optional) In the Due Date field, enter the date by which the workflow must be fully completed.

   If the workflow is not completed by its Due Date, then the system notifies the workflow manager and sets the workflow status to Overdue on the Monitor Workflows page.

8. Select Start.

Tips

• On the Start Workflow page, select the name of a workflow to view workflow configuration information, as long as you have the required security privileges. To view the workflow diagram, select Show Diagram on the Configure Workflow page.
• In addition to being initiated manually on the Start Workflow page, workflows can be initiated automatically when project proposals are created or when budget planners initiate review, share, or approve actions during the budget planning process. Similarly, workflows can be chosen to replace some of the system's default workflows.